GI

GAMMA Investing Portfolio holdings

AUM $2.14B
1-Year Est. Return 30.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,974
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.23M
3
+$5.43M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.72M

Top Sells

1
+$1.65M
2
+$1.41M
3
+$1.26M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$1.16M
5
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$1.15M

Sector Composition

1 Technology 27.48%
2 Financials 13.08%
3 Consumer Discretionary 9.14%
4 Industrials 8.43%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$283K 0.02%
5,554
+396
702
$283K 0.02%
8,003
+2,267
703
$283K 0.02%
2,098
+121
704
$282K 0.02%
4,939
+1,248
705
$281K 0.02%
5,916
+980
706
$281K 0.02%
5,041
+1,726
707
$281K 0.02%
1,137
708
$280K 0.02%
4,171
709
$279K 0.02%
24,825
+1,006
710
$278K 0.02%
5,156
-663
711
$277K 0.02%
2,840
+68
712
$277K 0.02%
2,145
+285
713
$277K 0.02%
11,169
+736
714
$277K 0.02%
861
-192
715
$277K 0.02%
987
+253
716
$276K 0.02%
706
+229
717
$276K 0.02%
4,154
+821
718
$276K 0.02%
3,758
+943
719
$275K 0.02%
2,315
+235
720
$275K 0.02%
1,891
+118
721
$275K 0.02%
2,526
-329
722
$275K 0.02%
10,437
+585
723
$274K 0.02%
2,384
+1
724
$274K 0.02%
2,189
+174
725
$274K 0.02%
2,531
+333
27 28
29
30 31